Vanguard Wellington Fund Investor Shares (VWELX) Alternatives
Vanguard Wellington Fund Investor Shares (VWELX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VWELX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to VWELX
VWELX charges 0.24% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among VWELX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | VWELX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | VWELX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | VWELX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | VWELX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | VWELX vs BWBIX |
Best Risk-Adjusted Alternatives to VWELX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | VWELX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | VWELX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | VWELX vs BERIX | |
| Nuveen Flexible Income Fund | 96 | Dec 8, 2009 | VWELX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | VWELX vs PMAIX |
Top Performing VWELX Alternatives (YTD)
VWELX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PGIM Real Assets Fund | 10.18% | Dec 29, 2010 | VWELX vs PUDZX | |
| Thornburg Investment Income Builder Fund Class I | 9.82% | Dec 24, 2002 | VWELX vs TIBIX | |
| DWS RREEF Real Assets Fund - Class A | 9.77% | Jul 30, 2007 | VWELX vs AAAAX | |
| ICON Equity Income Fund | 9.60% | May 9, 2004 | VWELX vs IOEZX | |
| Timothy Plan Defensive Strategies Fund | 9.31% | Nov 3, 2009 | VWELX vs TPDAX |
Lowest Volatility Alternatives to VWELX
VWELX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | VWELX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.66% | Apr 8, 2012 | VWELX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | VWELX vs AVEFX | |
| American Funds College 2027 Fund | 3.50% | Sep 13, 2012 | VWELX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.68% | Nov 16, 2003 | VWELX vs SICIX |
Lowest Drawdown Alternatives to VWELX
VWELX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | VWELX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | VWELX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | VWELX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | VWELX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | VWELX vs SICIX |
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Often Compared With VWELX
What investors most often compare with VWELX, based on PortfoliosLab usage data.
Compare VWELX with Any Fund or Stock
Compare VWELX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.